> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # User Roles and Permissions Details > Compare Administrator, Team Manager, Service Agent, Limited Agent, and Assignment User access in FieldPulse to decide which role fits each person. > **Who uses this:** Administrators assign roles and adjust permissions — role and permission settings live in the user account and Company Settings, which only Administrators can reach. **Availability:** All regions. User roles set what each person can access and do in FieldPulse. There are five roles — Administrator, Team Manager, Service Agent, Limited Agent, and Assignment User — and each role carries a different level of access to the app and to your company data. An Administrator chooses the role when adding a user and can fine-tune that user's access afterward. Use this page to compare the roles side by side, then assign the one that matches the work the person actually does. ## Overview A user role is a preset bundle of permissions attached to a user, and the role decides what that person sees and does across customers, [jobs](https://www.fieldpulse.com/features/job-management), scheduling, sales, and reporting. FieldPulse has five roles, running from full account access down to email-only: | **Role** | **Best for** | **Access at a glance** | | ------------------- | --------------------------------------- | -------------------------------------------------------------------------------------------------------- | | **Administrator** | Company owner, office manager | Full access to the entire account, including Company Settings and billing. | | **Team Manager** | Team lead over one or more teams | Manages their team's work, customers, and sales; cannot view Company Settings or other teams' schedules. | | **Service Agent** | Field technician | Works assigned jobs, estimates, and invoices; most permissions are configurable per user. | | **Limited Agent** | Field help who only needs assigned work | Mobile app only; sees only jobs they are directly assigned to. | | **Assignment User** | Subcontractors and contractors | No app access; receives job details by email only. | An Administrator can customize what most roles reach using **User Feature Permissions** on each user account, so a role is a starting point rather than a locked set. To adjust an individual user's permission settings, go to the **Fine-tune permissions** step in [How to Add New Users](/settings/users-teams/adding-users), which covers where **User Feature Permissions** live on the user account and how to change them. ## Permissions by role The table below compares the four roles that have app access across the capabilities FieldPulse controls. **Assignment User** does not appear in the table because it has no app access — its only capability is being assigned to work and customers, described in the Assignment User section below. **Legend:** **Yes** = included · **No** = not available · **Configurable** = an Administrator can turn the capability on or off for that individual user in **User Feature Permissions** · specific text = the built-in limit on that capability for that role. | **Capability** | **Administrator** *(full access)* | **Team Manager** *(team lead)* | **Service Agent** *(field tech)* | **Limited Agent** *(mobile only)* | | ------------------------------------------------------------- | --------------------------------- | ------------------------------ | -------------------------------- | --------------------------------- | | Web app access | Yes | Yes | Yes | No | | Mobile app access | Yes | Yes | Yes | Yes | | Offline Mode | Yes | Yes | Yes | No | | Receives job email | Yes | Yes | Yes | Yes | | View Company Settings | Yes | No | No | No | | Change billing preferences | Yes | No | No | No | | View all customers | Yes | Configurable | Configurable | Name & location only | | Create & edit customers | Yes | Configurable | No | No | | View customer communications | Yes | Configurable | No | No | | View inbound leads | Yes | Configurable | No | No | | View all jobs | Yes | Own team only | Assigned jobs only | Assigned jobs only | | Create & edit jobs | Yes | Yes | Own jobs only | No | | Create subtasks | Yes | Yes | Yes | No | | Create job reports | Yes | Yes | Yes | No | | View & edit all schedules | Yes | Own team only | No | No | | Be assigned to jobs, site visits, tasks, subtasks & customers | Yes | Yes | Yes | Yes | | Create & send estimates/invoices | Yes | Yes | Configurable | No | | View unit cost & price | Yes | Configurable | Configurable | No | | Use Pricebook | Yes | Yes | Yes | No | | Accept FieldPulse Payments | Yes | Configurable | Configurable | No | | Commission access | Yes | Configurable | Configurable | No | | Create & send purchase orders | Yes | Configurable | Configurable | No | | View recurring billing | Yes | Configurable | Own / assigned customers | No | | View & edit material lists | Yes | Yes | Assigned jobs only | No | | Adjust inventory | Yes | Configurable | Configurable | No | | Create, edit & view assets | Yes | Yes | Configurable | No | | Archive assets | Yes | Yes | Yes | No | | Track own time | Yes | Yes | Yes | Yes | | View & edit all timesheets | Yes | Configurable | No | No | | GPS geostamp on clock-in/out | Yes | Yes | Yes | Yes | | Full reporting access | Yes | Configurable | No | No | | Create & view notes | Yes | Yes | Yes | View only | | View internal activity on records | Yes | Configurable | Configurable | No | | Upload files | Yes | Yes | Yes | Yes | ## Administrator An Administrator has full access to the FieldPulse account. Assign this role to the company owner and the office manager. Administrator is the only role that can view **Company Settings** and change FieldPulse billing preferences. An Administrator's access includes: * Full account access and Offline Mode * Update and change FieldPulse billing preferences * View and edit all customers, and create and edit customers * Create and edit jobs and subtasks * View and edit team schedules * Create, edit, and view all material lists * Create, edit, and send estimates and invoices * See all recurring billing across the entire system * Create, edit, and send purchase orders * View and edit all commission * Create, edit, archive, and view assets * View team member geolocation tags * Track, edit, and view team timesheets * Full reporting capabilities ### Not seeing the Admin role? There is no standalone **Administrator** (Admin) option in the role dropdown. Create an Administrator from the Team Manager role instead: 1. Add the user as you normally would, and open the **Role** dropdown. 2. Select **Team Manager**. 3. Turn on the **Assign as Company Admin** toggle that appears to the left. The Role dropdown set to Team Manager with the Assign as Company Admin toggle beside it ## Team Manager A Team Manager creates and assigns work to their team members, and a single Team Manager can lead multiple teams. A Team Manager cannot view **Company Settings** or other teams' schedules. A Team Manager's permissions can include: * **Customers:** * Create, edit, and view the customer list * View all customer communications * View the inbound leads list * **Work:** * Create, edit, and view jobs assigned to them and their team * View, edit, and create all material lists * Create, edit, and view maintenance agreements * **Sales:** * View the item list and create line items * View, adjust, and count inventory items at other hubs * Create, edit, and view estimates and invoices * View unit cost and price on estimates and invoices * Edit locked invoices and estimates * See all recurring billing across the entire system, **or** only billing they created, billing for their assigned customers, or billing for customers whose job or project their team is assigned to * Create, edit, and send purchase orders * Create, edit, archive, and view assets * Use the Pricebook * Hide line items in groupings from the Pricebook (mobile app only) * Make FieldPulse Payments and refunds * View and edit commission * **Other:** * Use timesheets * View internal activity on records * Create and view notes (personal and company-wide) * Use reporting * Offline Mode To adjust an individual Team Manager's permissions, see [How to Add New Users](/settings/users-teams/adding-users). ## Service Agent The Service Agent role is built for technicians out in the field, and an Administrator can adjust a Service Agent's permissions per user. A Service Agent's permissions can include: * **Customers:** * View assigned customer profiles * Call or SMS customers from their native phone * **Work:** * Create jobs assigned to themselves * Open jobs assigned to another user from the customer profile * Create job reports * Create subtasks on assigned jobs * Edit subtasks created by other users * View subtasks not assigned to them on jobs * Create and view maintenance agreements * View, edit, and create material lists assigned to themselves or related to their assigned jobs * **Sales:** * View the item list and create line items * View, adjust, and count inventory items at other hubs * Create, edit, and view estimates and invoices for their assigned jobs * View unit cost and price of items on estimates and invoices * Edit locked invoices and estimates * View recurring billing they created, or billing tied to customers they already have permission to view * Create, edit, and send purchase orders * Create, edit, archive, and view assets * Use the Pricebook * Hide line items in groupings from the Pricebook (mobile app only) * Make FieldPulse Payments and refunds * View commission * **Other:** * Track time and timesheets * View internal activity on records * Create and view notes (personal and company-wide) * Offline Mode > **Note — the Ability to View Customer List Page toggle:** When an Administrator enables this permission, Service Agents see a **Customer List** tab in their sidebar. The customers shown in that list are governed by the existing **Customer List Visibility & Record Access** dropdown in User Feature Permissions, so agents only see customers they are permitted to view. The toggle gives Administrators more control over what Service Agents can see while keeping visibility permissions tight. To adjust an individual Service Agent's permissions, see [How to Add New Users](/settings/users-teams/adding-users). ## Limited Agent The Limited Agent role sees only the work it is assigned, through the [FieldPulse mobile app](https://www.fieldpulse.com/features/mobile-app) only. A Limited Agent can be assigned to a team but has no web app access and no Offline Mode. A Limited Agent's permissions can include: * Upload files * Use both general and job timesheets * Track their own time * View customer name and location, job date and time, assigned team members, status, notes, field notes on the job record, and job files * View notes — a Limited Agent cannot create notes A Limited Agent can only see jobs they are directly assigned to, and the schedule view for these users cannot be customized further. To restrict a Limited Agent's visibility, hold off on assigning them to a job until you are ready for them to see it, or upgrade the user to a Service Agent for advanced schedule visibility controls. ### Geostamp and time clock A Limited Agent can clock in and out, and FieldPulse captures a GPS geostamp of their location at clock-in and clock-out. Location tracking is a standard part of the time clock for every role, and it records where the user was when they started or ended a shift. The geostamp depends on the device: if location sharing is disabled for the FieldPulse app, no geostamp is recorded. ## Assignment User An Assignment User receives an email outlining the job details and has no access to the FieldPulse app or any of its functionality. Contractors and subcontractors are a good example of an Assignment User. An Assignment User's only capability is: * Being assigned to jobs, site visits, tasks, subtasks, and customers ## Notes & limitations * **Configurable permissions are set per user.** An Administrator sets them under **User Feature Permissions** on the user account — see [How to Add New Users](/settings/users-teams/adding-users). Each role's list above is what the role *can* include, not a fixed guarantee for every user on that role. * **A Limited Agent's schedule visibility cannot be narrowed.** Control what a Limited Agent sees by timing the job assignment, or move the user to Service Agent. ## FAQs ### If a user is deactivated, can I still view the records that user created or edited? Yes. Records created or edited by a deactivated user stay in the system unchanged. The deactivated user can no longer be assigned to jobs or site visits going forward. Their timesheets, however, disappear from the **Timesheets** menu and from the job records they are linked to. You can still access a deactivated user's timesheets through **Reporting**. ### How do I give Service Agents permission to generate job reports? Job report visibility for Service Agents is controlled in **Company Settings > Jobs > General > Job Report Visibility**, separately from User Feature Permissions. ## Still need help? Reach the [FieldPulse support team](https://www.fieldpulse.com/company/contact-us) at [support@fieldpulse.com](mailto:support@fieldpulse.com) or through the chat feature in the bottom-right corner of your screen. ## Related articles * [How to Add New Users](/settings/users-teams/adding-users) * [How to Create a Team](/settings/users-teams/creating-a-team) * [How to Check Team Member Locations](/settings/users-teams/checking-team-locations) ## Related topics - [Material Lists Overview](/inventory-materials/material-lists/material-lists.md) - [Engage User Roles Details](/add-ons/engage/user-roles.md) - [How to Add New Users](/settings/users-teams/adding-users.md) - [Users, Roles & Teams](/settings/users-teams/index.md)